See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,231 | $209,411+28.6% | $178,490+50.8% | $158,922+69.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.57% | 188.75%-163.2pp | 151.07%-125.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $15,921 | $5,706+179.0% | $5,011+217.7% | $4,761+234.4% |
| Participant deferral / active EE | -$799 | $5,954-113.4% | $5,202-115.4% | $5,982-113.4% |
| Admin fee / account holder | $1,164 | $17,074-93.2% | $13,984-91.7% | $11,246-89.6% |